Case Study.indd - Junxure
CASE STUDY Temenos Advisory Drives Operational Efficiencies to Enhance Profitability
“We have complete access to our clients’ information, whether that is on an iPad at home, a laptop at Starbucks or in the client’s office.” - George Taylor CEO, Temenos Advisory
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emenos Advisory is an independent RIA firm offering financial planning and investment management services to individuals and families. Named after the sheltered, inner sanctuaries of the temples of the ancient Greeks, Temenos provides clients with the best of the old and new ages by drawing on the latest communications and information technology to ensure the delivery of state-of-the-art financial and investment advice. As part of this culture and philosophy, Temenos places a strong emphasis on the key technology used to delight clients and provide an outstanding service experience, while at the same time driving operational efficiencies to enhance profitability. A core component of the technology stack Temenos uses is Junxure Cloud.
“We’ve been with Junxure since the very beginning,” said George Taylor, founder and CEO of Temenos. “I’ve always been in the financial planning world as a technology geek, so I’m constantly on the lookout for the most innovative tools I can find. Junxure has been a key partner to us for over 17 years because of the constant enhancements and improvements to the platform.” When it came to adopting the new Junxure Cloud CRM platform, Taylor and Temenos were first in line. “We have two locations, one in Connecticut and one in Georgia, and our goal is to run everything through Junxure. The new Cloud version makes that not only a reality, but also makes it easy.” Taylor emphasizes the many benefits that come with Junxure Cloud, above and beyond the technology platform
At a Glance • • • • •
Registered Investment Advisor Established in 1998 100 client households $150mm AUM 7 Staff
Additional Technology • • • •
Asset Book – Portfolio Management Money Guide Pro – Financial Planning Trade Warrior – Trading and Rebalancing Schwab Advisor Service – Primary Custodian
Taylor emphasizes the many benefits that come with Junxure Cloud, above and beyond the technology platform that doesn’t require any in-house care. “’One of the main differentiators of Junxure Cloud is the practice management that is baked into the platform from founder Greg Friedman’s Schwab IMPACT award winning RIA practice,” said Taylor. “Greg has thought through every conceivable issue and designed Junxure to be the tool advisors need to delight clients and make sure the office is running smoothly.” Junxure Cloud’s innovative user interface has provided Taylor and his staff with a clean and intuitive way to get data into and out of Junxure whenever and wherever they are. “We have complete access to our clients’ information, whether that is on an iPad at home, a laptop at Starbucks or in the client’s office. The Junxure Cloud interface is much brighter and usable, which enhances our ability to put more information into Junxure.” A key aspect of Junxure Cloud that Taylor and his team use on a daily basis are the many action sequences, workflow tools and templates available to standardize common processes, such as opening new accounts. “What astounds me,” says Taylor, “are advisors who are not using a fullfeatured CRM like Junxure Cloud and aren’t able to take advantage of the workflow tools like action sequences – they are missing a huge opportunity to become more efficient and ensure things are not missed.” Junxure Cloud also provided the firm with the security it required. “There is nothing more important than the privacy and security of my clients’ data,” says
Taylor. “With a secure, fully redundant infrastructure that is maintained 24x7 by industry-leading experts, Junxure Cloud makes it easy to securely access my CRM from on the road or from any of my remote offices.” With over 17 years of data in Junxure, Taylor had a large project to convert the data into Junxure Cloud. Because Junxure Cloud has been specifically designed to make that conversion straightforward, the process went smoothly. “The folks at Junxure did a beautiful job of doing the conversion, particularly with the huge amount of data we were updating. The fields transferred over appropriately and while the conversion did take some time, it was more than worth it as it gave us the opportunity to clean up some of our old data,” Taylor said. Junxure Cloud’s powerful new API is powering integrations to further enhance advisors’ practices. “We use the new Schwab integration in Junxure Cloud and it allows us to really be more holistic with our clients,” said Taylor. “Right there on one screen we can not only see our clients’ information, but also their holdings, portfolios, insurance policies – the whole picture. Even the simple stuff like having a picture of our clients, or their social media connection make the staff have a complete understanding of who our clients are.” “With Junxure Cloud, we know our clients even better than we did ten years ago – and we have many more clients now,” Taylor said. “That, to me is what the promise of technology can deliver for our business.”
Remote Access
Smooth Transition
360o Client View
Advisor Focused
Seamless Workflows
Junxure // 3651 Trust Drive // Raleigh, NC 27616 // Tel 866.586.9873 // [email protected] // www.junxure.com
“We have complete access to our clients’ information, whether that is on an iPad at home, a laptop at Starbucks or in the client’s office.” - George Taylor CEO, Temenos Advisory
T
emenos Advisory is an independent RIA firm offering financial planning and investment management services to individuals and families. Named after the sheltered, inner sanctuaries of the temples of the ancient Greeks, Temenos provides clients with the best of the old and new ages by drawing on the latest communications and information technology to ensure the delivery of state-of-the-art financial and investment advice. As part of this culture and philosophy, Temenos places a strong emphasis on the key technology used to delight clients and provide an outstanding service experience, while at the same time driving operational efficiencies to enhance profitability. A core component of the technology stack Temenos uses is Junxure Cloud.
“We’ve been with Junxure since the very beginning,” said George Taylor, founder and CEO of Temenos. “I’ve always been in the financial planning world as a technology geek, so I’m constantly on the lookout for the most innovative tools I can find. Junxure has been a key partner to us for over 17 years because of the constant enhancements and improvements to the platform.” When it came to adopting the new Junxure Cloud CRM platform, Taylor and Temenos were first in line. “We have two locations, one in Connecticut and one in Georgia, and our goal is to run everything through Junxure. The new Cloud version makes that not only a reality, but also makes it easy.” Taylor emphasizes the many benefits that come with Junxure Cloud, above and beyond the technology platform
At a Glance • • • • •
Registered Investment Advisor Established in 1998 100 client households $150mm AUM 7 Staff
Additional Technology • • • •
Asset Book – Portfolio Management Money Guide Pro – Financial Planning Trade Warrior – Trading and Rebalancing Schwab Advisor Service – Primary Custodian
Taylor emphasizes the many benefits that come with Junxure Cloud, above and beyond the technology platform that doesn’t require any in-house care. “’One of the main differentiators of Junxure Cloud is the practice management that is baked into the platform from founder Greg Friedman’s Schwab IMPACT award winning RIA practice,” said Taylor. “Greg has thought through every conceivable issue and designed Junxure to be the tool advisors need to delight clients and make sure the office is running smoothly.” Junxure Cloud’s innovative user interface has provided Taylor and his staff with a clean and intuitive way to get data into and out of Junxure whenever and wherever they are. “We have complete access to our clients’ information, whether that is on an iPad at home, a laptop at Starbucks or in the client’s office. The Junxure Cloud interface is much brighter and usable, which enhances our ability to put more information into Junxure.” A key aspect of Junxure Cloud that Taylor and his team use on a daily basis are the many action sequences, workflow tools and templates available to standardize common processes, such as opening new accounts. “What astounds me,” says Taylor, “are advisors who are not using a fullfeatured CRM like Junxure Cloud and aren’t able to take advantage of the workflow tools like action sequences – they are missing a huge opportunity to become more efficient and ensure things are not missed.” Junxure Cloud also provided the firm with the security it required. “There is nothing more important than the privacy and security of my clients’ data,” says
Taylor. “With a secure, fully redundant infrastructure that is maintained 24x7 by industry-leading experts, Junxure Cloud makes it easy to securely access my CRM from on the road or from any of my remote offices.” With over 17 years of data in Junxure, Taylor had a large project to convert the data into Junxure Cloud. Because Junxure Cloud has been specifically designed to make that conversion straightforward, the process went smoothly. “The folks at Junxure did a beautiful job of doing the conversion, particularly with the huge amount of data we were updating. The fields transferred over appropriately and while the conversion did take some time, it was more than worth it as it gave us the opportunity to clean up some of our old data,” Taylor said. Junxure Cloud’s powerful new API is powering integrations to further enhance advisors’ practices. “We use the new Schwab integration in Junxure Cloud and it allows us to really be more holistic with our clients,” said Taylor. “Right there on one screen we can not only see our clients’ information, but also their holdings, portfolios, insurance policies – the whole picture. Even the simple stuff like having a picture of our clients, or their social media connection make the staff have a complete understanding of who our clients are.” “With Junxure Cloud, we know our clients even better than we did ten years ago – and we have many more clients now,” Taylor said. “That, to me is what the promise of technology can deliver for our business.”
Remote Access
Smooth Transition
360o Client View
Advisor Focused
Seamless Workflows
Junxure // 3651 Trust Drive // Raleigh, NC 27616 // Tel 866.586.9873 // [email protected] // www.junxure.com
